Skip to main content

Quick guide to the Merchant Hub

A tour of the four views you will use most. The numbers in each screenshot match the list below it.

The order search view with numbered callouts for the search field, bulk actions, order table, column picker, and user menu
  1. Search field with filters for date, status, store, and more. See Searching for orders.
  2. Bulk actions. Tick the checkboxes to choose which orders the action applies to.
  3. Orders matching your search.
  4. Column picker. Opens a side panel where you choose which columns the table shows.
  5. User menu with links to Manage Organization, the FAQ, and log out.

Order details​

The order details view with numbered callouts for the header, actions, articles, timeline, totals, customer information, email buttons, and invoice links
  1. Order header with the status and details of the order as a whole.
  2. Actions you can perform on the order. Which ones you see depends on the order status.
  3. Order articles.
  4. Timeline of everything that has happened to the order.
  5. Order totals and how much of the order is not yet activated.
  6. Customer information.
  7. Buttons to change the email address on the order and to copy it to your clipboard.
  8. Links to the order's invoices, if the order has any.

Manage Organization​

The Manage Organization view with numbered callouts for the organization summary, the users and groups tabs, the invite user button, and the add group button
  1. Your organization and how many users and groups it has.
  2. Users or groups, depending on the selected tab. Select a row to open that user or group and change its permissions.
  3. Button to invite a user to your organization.
  4. Button to create a new group.

Reports​

The reports view with numbered callouts for the search field, the sales summary cards, the report list, and the download buttons
  1. Search field that works like the one in order search. Use it to choose the periods you want to see.
  2. Summary cards with total sales per currency. Filter them by currency.
  3. Reports matching your search.
  4. Download icons for CSV and PDF.